Purchases and Sales Made in Q3 2025 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 57.55% |
$382K - $419K
|
31.6K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11.4K+ 53.78% |
$379K - $415K
|
32.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.4KNew |
$376K - $412K
|
11.4K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
11.3K+ 3.67% |
$374K - $410K
|
319K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$371K - $407K
|
11.2K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 29.13% |
$348K - $381K
|
46.6K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.5KNew |
$347K - $380K
|
10.5K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.92K+ 14.87% |
$329K - $360K
|
76.6K
$2.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.64K+ 6.75% |
$319K - $350K
|
153K
$5.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.36K+ 5.34% |
$310K - $340K
|
185K
$6.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.02KNew |
$299K - $327K
|
9.02K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.98K+ 1.72% |
$264K - $290K
|
472K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.93KNew |
$263K - $288K
|
7.93K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.77K+ 5.53% |
$257K - $282K
|
148K
$5.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Northland Capital Management LLC
|
BUY
|
- |
7.67K+ 10.25% |
$254K - $279K
|
82.5K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.47K+ 36.14% |
$248K - $271K
|
28.2K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7.44K+ 17.4% |
$247K - $270K
|
50.2K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$232K - $254K
|
7.01K
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.92KNew |
$229K - $251K
|
6.92K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.79KNew |
$225K - $247K
|
6.79K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.73K+ 5.53% |
$223K - $244K
|
128K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.51KNew |
$216K - $236K
|
6.51K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.31KNew |
$209K - $229K
|
6.31K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.29KNew |
$208K - $228K
|
6.29K
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.1K+ 68.42% |
$202K - $222K
|
15K
$562K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6K+ 18.19% |
$199K - $218K
|
39K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.86K+ 11.46% |
$194K - $213K
|
57K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82KNew |
$193K - $211K
|
5.82K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.79KNew |
$192K - $210K
|
5.79K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.67KNew |
$188K - $206K
|
5.67K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.66KNew |
$188K - $206K
|
5.66K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.57KNew |
$184K - $202K
|
5.57K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.56K+ 28.77% |
$184K - $202K
|
24.9K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.55K+ 28.75% |
$184K - $202K
|
24.9K
$930K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.41K+ 9.28% |
$179K - $196K
|
63.6K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.37K+ 28.41% |
$178K - $195K
|
24.3K
$909K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.84K+ 8.06% |
$160K - $176K
|
64.9K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 0.8% |
$152K - $166K
|
576K
$21.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
4.51K+ 24.69% |
$149K - $164K
|
22.8K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 61.59% |
$149K - $163K
|
11.8K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.37K+ 183.04% |
$145K - $159K
|
6.76K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.91K+ 108.01% |
$130K - $142K
|
7.53K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 1.72% |
$126K - $138K
|
224K
$8.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.79K+ 2.48% |
$126K - $138K
|
157K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.43KNew |
$114K - $125K
|
3.43K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.43K+ 11.73% |
$113K - $124K
|
32.6K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.23K+ 19.19% |
$107K - $117K
|
20.1K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.12K+ 15.29% |
$103K - $113K
|
23.5K
$879K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.95K+ 24.76% |
$97.6K - $107K
|
14.9K
$556K
|
|